Russell Investments Global Opportunities Fund - Class A
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/100700-2024-07-23-14:57.pdf |
FUND MANAGER | Russell Investment Management |
ASX Code | |
APIR | RIM0032AU |
ASSET CLASS | GLOBAL EQUITIES |
INVESTMENT STYLE | The Fund invests predominantly in a broad range of international shares listed on stock exchanges in developed and emerging international markets. The Fund also employs certain investment exclusions. Derivatives may be used by the Fund to obtain or reduce exposure to securities and markets, to implement investment strategies and to manage risks. |
INVESTMENT PROFILE | The Fund invests predominantly in a broad range of international shares listed on stock exchanges in developed and emerging international markets. The Fund also employs certain investment exclusions. Derivatives may be used by the Fund to obtain or reduce exposure to securities and markets, to implement investment strategies and to manage risks. |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 31-12-2004 |
BENCHMARK | MSCI ACWI Index - Net |
FUND SIZE | MSCI ACWI Index - Net |
DISTRIBUTION FREQUENCY | Quarterly |
NO. OF HOLDINGS | |
FEES | 1.12% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the Russell Investments Global Opportunities Fund - Class A
Risk levelHigh Investor suitabilitySuitable for investors seeking overseas share-like returns who have a long investment horizon and are willing to accept some currency and emerging markets risks. Investors must also be willing to accept the possibility of negative returns over the short to medium term. |
RISK LEVEL | high |
INVESTOR SUITABILITY | Suitable for investors comfortable with investing in a high risk high reward fund |
Risks
Title | |
Detail |
Key Features
About the FundThe Fund seeks to significantly outperform its Benchmark over the long term by providing exposure to a diversified portfolio of predominantly international shares. The Russell Investments approachThe Russell Investments International Shares Fund (the Fund) employs a multi-style, multi-manager and multi-strategy approach. It is broadly diversified and provides an ideal vehicle for an investor's core exposure to international shares markets. Global investment strategyThe Fund's managers invest across the global share markets aiming to identify the companies that will perform best in each industry, irrespective of their domicile. The Fund invests in the major markets of the world but will also invest opportunistically in small cap securities and emerging markets to enhance returns. |
Mandate
How we invest your moneyThe Fund invests predominantly in a broad range of international shares listed on stock exchanges in developed and emerging international markets. Derivatives may be used to obtain or reduce exposure to securities and markets, to implement investment strategies and to manage risk. The underlying managers' strategies tend to have higher levels of risk and lower benchmark sensitivity than more traditional products. At the total Fund level, our goal is to reduce dependency on a particular economic scenario, region or market cycle by creating an aggregate portfolio of managers that provide opportunities to strongly outperform in most environments. Asset allocation
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